Moderna
MRNA
777 hedge funds and large institutions have $27.4B invested in Moderna in 2021 Q1 according to their latest regulatory filings, with 168 funds opening new positions, 293 increasing their positions, 224 reducing their positions, and 101 closing their positions.
66% more first-time investments, than exits
New positions opened: 168 | Existing positions closed: 101
31% more capital invested
Capital invested by funds: $20.9B → $27.4B (+$6.56B)
31% more repeat investments, than reductions
Existing positions increased: 293 | Existing positions reduced: 224
31% more funds holding in top 10
Funds holding in top 10: 13 → 17 (+4)
8% more funds holding
Funds holding: 718 → 777 (+59)
1.9% more ownership
Funds ownership: 50.48% → 52.38% (+1.9%)
15% less call options, than puts
Call options by funds: $2.03B | Put options by funds: $2.39B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$3.05B |
| 2 |
Morgan Stanley
New York
|
+$352M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
+$340M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$263M |
| 5 |
Coatue Management
New York
|
+$182M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FP
Flagship Pioneering
Cambridge,
Massachusetts
|
-$1.49B |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$645M |
| 3 |
D.E. Shaw & Co
New York
|
-$442M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$316M |
| 5 |
RWA
Ropes Wealth Advisors
Boston,
Massachusetts
|
-$184M |
MRNA Hedge Fund Activity: Q1 2021 in Review
777 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Moderna (MRNA) for Q1 2021, worth a combined $27.4B — up 31% from $20.9B a quarter earlier.
Buyers outnumbered sellers: 168 funds opened new MRNA positions and 101 closed out — a net gain of 67 holders — while 293 added to existing stakes and 224 trimmed.
The largest buyer was Baillie Gifford & Co, adding an estimated $3.05B. The largest seller was Flagship Pioneering, cutting an estimated $1.49B.
- 777 institutional investors held Moderna (MRNA) as of Q1 2021, up from 718 in Q4 2020.
- Funds reported $27.4B of Moderna stock for Q1 2021, up 31% quarter-over-quarter.
- 168 funds opened new Moderna positions in Q1 2021 and 101 closed out, a net change of +67 holders.
- The largest Moderna buyer in Q1 2021 was Baillie Gifford & Co, an estimated $3.05B added.
- The largest Moderna seller in Q1 2021 was Flagship Pioneering, an estimated $1.49B sold.
Based on aggregated 13F filings for Q1 2021.